Use the Commission Charge Back window, along with the Commissions Report, to calculate charge backs from salespeople for commissions they were already paid.
Some companies pay commissions based on orders that have been invoiced, even though the invoices are not actually paid. If the invoices remain unpaid, the company usually needs to charge back the paid commissions to get reimbursed by the salespeople. While running the Commissions Report, you can use its Charge Back feature to specify charge backs. You can also specify the charge back percentage.
Charge backs are only valid with the Commission Report's Invoiced/Paid field set to report on Invoiced orders. Paid invoices are not subject to charge-backs.
To charge back sales commissions:
From the Orders > Reports > Commission Reports menu, select Commissions Report.
In the Branch field, enter the branches or territories for which to charge back, or enter ALL.
From the Additional Selection menu, select Charge Back to open the Commission Charge Backs window.
In the Start Date and End Date fields, specify the desired calendar date range for the charge backs. You can also specify dates using variable dating.
In the Charge Back Percent field, specify the percentage of paid commissions to charge back. The default is 100.00 percent.
In the Apply Charge Back to field, specify if you want to apply the charge back to the Invoice Amount or the Remaining Balance.
Select the Exclude Credits check box to exclude any invoice with a negative balance due from the charge backs. Leave this check box deselected to include negative balance invoices in the commission charge backs.
Select the Exclude Unbilled Freight check box to exclude any freight that has not been billed to a customer from the charge backs. Leave this check box deselected to include unbilled freight charges in the commission charge back.
If desired, from the File menu, select Save or Recall to save your settings or recall previous settings.
Save your changes and exit the window to return to the Commissions window.
Finish specifying your Commissions Report settings, and then run the report. The charge back amounts are included on the report.
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